Tracking customer's location and capture images
Client Requirment
The client, a field service company, wanted to track the location of their customers and capture images during service visits using their Salesforce platform. They needed a solution that would enable field technicians to record customer locations, capture images of service-related details, and store this information securely in Salesforce for future reference.
Category:
Salesforce
Process we follow
To meet the client’s requirement, we analyzed their existing Salesforce setup and identified the necessary components for tracking customer locations and capturing images. We integrated Salesforce with a mobile app that utilized GPS technology to track customer locations and allowed technicians to capture images. The app seamlessly synced with Salesforce, securely storing the location and image data in relevant customer records.
Result
Our solution successfully enabled the client’s field technicians to track customer locations and capture images during service visits. Technicians can now record the precise location of each customer visit and capture images of service-related details, such as equipment, installations, or repairs. The location and image data is securely stored within Salesforce, providing a comprehensive record for future reference and facilitating better service documentation and customer communication.
